Tools to Grow Your Business and Delight Your Customers

From powerful CRM and marketing automation to calendars, reputation management, and now your very own AI Employee—our platform is designed to help you convert visitors into customers and keep them coming back. Hear how the AI Employee can answer calls, book appointments, and close deals for you—day or night!

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Call AI Katie and Hear Her for Yourself at
1-619-332-2345

Top Features

Opportunities / Sales Pipelines

This feature is crucial for managing leads and converting them into customers, which is a high priority for local business industry.

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Marketing Automation

This feature can save time and ensure consistent follow-up with potential clients via text message and/or email. Missed a call? Our system will automatically send that missed call a text message.

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Funnels / Landing Page

Build funnels to generate leads, appointments and receive payment. This feature can help generate leads and manage appointments, which is vital for local businesses.

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Reputation Management

Getting reviews from past customers will get higher rankings in Google Maps. This helps businesses improve their reputation and attract more customers.

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Contacts CRM

Our CRM helps manage customer relationships and store important information like conversations, task reminders, set calendar appointments, etc.

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Documents & Contracts

Proposals, Estimates & Contracts: This feature is essential for creating and managing important documents efficiently.

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Calendar

Integration with calendars, like Google Calendar and Outlook, is important for scheduling and managing appointments. Automatic appointment reminders via SMS and EMail are included.

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Social Planner

For Facebook, Instagram, LinkedIn, TikTok. Social media is a key marketing channel, so this feature will be highly relevant. No need to log in separately into each website. Schedule your posts.

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SMS/Email

Two-way SMS communication. Email included.

Live Chat

Answer live chat messages on your cell phone or desktop.

Dedicated phone number

Use this to send review requests, SMS, reminders.

Dedicated sending domain

Reach people’s inbox and avoid the spambox.

eMail Campaigns

Send offers or a newsletter to everyone on your email marketing list.

Whatsapp

My people use Whatsapp to communicate in addition to live chat, SMS, & email. Never miss a message.

Stripe, Quickbooks, Paypal Integration

Seamless integration with our system.

Invoices

Send a one-time invoice or set up a recurring invoice. Integrate with Quickbooks Online.

Media Storage

Upload your images and use them on invoices, email/SMS campaigns, or on your funnel/landing pages.

14-day Risk-Free Trial

DIY Accelerator Plan
(AI Employee is NOT Included)

$297/mo

Get full access to all the powerful features of our software and take control of your sales and marketing processes. Perfect for businesses ready to enhance their operations with our comprehensive toolkit.

Lead Generation & Marketing

  • Reputation Management
  • Funnels (Landing Page)
  • Marketing Automation
  • Social Planner

Client & Project Management

  • Opportunities / Sales Pipelines
  • Contacts CRM
  • Documents & Contracts (Proposals, Estimates & Contracts)
  • Calendars & Appointments

Communication & Transactions

  • Invoices
  • Stripe, Quickbooks, Paypal Integration
  • SMS/Email
  • Dedicated Phone Number
  • Live Chat
  • eMail Campaigns
  • WhatsApp (Add-On)
  • Dedicated Sending Domain
  • Media Storage
Get Your 14-Day Free Trial
DIY Accelerator Plan + AI Employee

$497/mo

Enjoy all the benefits of the DIY Accelerator Plan, plus your very own AI Employee!

Get Your 14-Day Free Trial